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1,359 advisors near
15126
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Out of 400,000+ nationwide
Thomas D
Series 63, Series 65
Bridgeville, PA
Cetera
Thomas Drucis is a financial advisor at Cetera with 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of financial advising, he is involved in the sale of comic books and consults on business valuation and settlement matters as a partner at Service First. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.
Ty H
Series 66
Pittsburgh, PA
LPL Financial
Ty Hosler is a financial advisor with LPL Financial in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Steel River Techs and Johnston Painting & Decorating. Outside of his advisory role, he is the owner of Drifters Lacrosse Club, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Kyle W
CFP®, Series 66
Mount Lebanon, PA
Ameriprise
Kyle Walchli is a CFP® professional with eight years of industry experience. He is currently an advisor at Ameriprise in Mount Lebanon, PA, having previously worked at The Huntington Investment Company, J.P. Morgan Securities, and Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.
Elizabeth K
Series 63, Series 65
Bridgeville, PA
Cetera
Elizabeth Kusen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Cetera since 2004 and has worked at Cetera Financial Specialists LLC since 1999. In addition to her advisory role, she serves as an investment assistant and client services representative within the office of Nichter Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, ERISA retirement services, and access to third-party money managers through a multi-manager platform that supports a range of discretionary and non-discretionary program structures.
John T
Series 66
Sewickley, PA
Morgan Stanley
John Tarquinio is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not offer individual security recommendations within its standalone planning services.
Bridget F
Series 66
Bridgeville, PA
Cetera
Bridget Fouse is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at several firms including DSF Wealth Management Group and New Pig Corporation. Outside of her advisory role, she serves as president of the Juniata Valley Girls Basketball Boosters and as vice-chair of the 4:12 Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Zachary S
Series 66
Pittsburgh, PA
Ameriprise
Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.
Madison N
Series 66
Pittsburgh - South Hills, PA
Robert Baird & Co.
Madison Novak is a financial advisor at Robert Baird & Co. with the Series 66 designation and two years of industry experience. Prior to joining Baird, Novak worked at Federated Hermes and has a diverse background including roles at FedEx Ground, Robert Morris University, Ralph Lauren, and Fort Cherry Junior-Senior High School. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a broad range of clients including individuals, corporate and business clients, pensions, and charitable organizations. Baird offers financial planning, portfolio management, and custody services using a combination of manager-traded and model-traded strategies, supported by internal research and technology, and manages approximately $394 billion in regulatory assets as of December 31, 2025.
Jacob C
Series 66
Canonsburg, PA
LPL Financial
Jacob Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked with LPL Financial and Educo Advisor Group since 2023 and previously spent a year at Wealth Enhancement Group. Outside of his advisory work, he serves as a winter indoor soccer recreational league referee for the North Union Rec Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology tools and a wide network of over 22,800 advisors.
Jennifer D
Series 66
Pittsburgh, PA
OSAIC
Jennifer Dagnal is a financial advisor at Osaic Wealth with three years of industry experience and holds a Series 66 designation. Prior to joining Osaic, she worked at Securities America, Inc. and Golden Strategies Financial Group, and has a background that includes three years at Howmet Aerospace, Inc. She has been involved in client meeting preparation and assistance through her sole proprietorship, Golden Strategies Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with features such as portfolio optimization, discretionary management options, and access to alternative investments via third-party platforms.
Dara F
Series 63, Series 65
Pittsburgh, PA
Primerica Advisors
Dara Ferchak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been associated with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2000. Outside of advisory work, she owns Ferchak And Associates, an investment-related business, and works as a substitute teacher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.
David H
Series 63, Series 66
Bridgeville, PA
Cetera
David Hricisak II is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has also been affiliated with FNB since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to First National Bank's Trust Department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Joshua M
Series 66
Moon Township, PA
Cambridge Investment Research Advisors
Joshua Mounce is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Raymond James Financial Services and Citizens Securities, among others. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.
Nancy G
Series 66
Pittsburgh - South Hills, PA
Robert Baird & Co.
Nancy Gunter is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds the Series 66 designation and previously worked for 25 years at Hefren Tillotson, Inc. before joining Robert Baird in 2022. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence.
Sara Y
Series 66
Bridgeville, PA
LPL Financial
Sara Yarosz is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at \u0026PARTNERS, Wells Fargo Advisors, Karageorge Wealth Management (Raymond James), and Northwestern Mutual. Outside of finance, she has worked at Morton's The Steakhouse and has experience in education with roles at Franklin University, Ohio University, and Toronto High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.
Scott P
Series 63
Canonsburg, PA
Ameriprise
Scott Parker is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
Heath K
Series 63, Series 65
Aliquippa, PA
Thrivent Investment Management
Heath Kaydo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Kaydo serves as a board member for Al’s Bike Drive, a nonprofit organization that donates bicycles to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Sarvey C
CFP®, Series 63, Series 65
Moon Township, PA
OSAIC
Sarvey Canella is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include extensive tenures at Securities America Advisors and Next Financial Group. He is president of Canella Insurance Agency, Inc., where he oversees sales and service of fixed insurance products, and teaches financial education courses at a local community college. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, and is noted for its scale, recent consolidation efforts, and complex affiliate network.
Benjamin M
Series 66
Pittsburgh - South Hills, PA
Robert Baird & Co.
Benjamin Morgret is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and previously worked at Federated Global Investment Management Company and its affiliates from 2019 to 2025. Outside of his advisory role, he is a partner and registered agent at Morgret Real Estate LLC. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of SMA strategies, tax management, and internal research tools to support client advice.
Thomas B
CFP®, Series 66
Pittsburgh, PA
Fidelity
Thomas Boyer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He provides financial consulting services with a focus on understanding each client's unique planning needs and ensuring they feel heard, adhering to Fidelity's client commitment standards. Thomas has been with Fidelity Investments since 2018, holding several positions including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Associate, and Tax Exempt Market Associate II. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2017 to 2018. No information about his education, credentials, personal interests, or community involvement has been provided.
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1,359 advisors near
15126
within the area shown on the map
Out of 400,000+ nationwide